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Showing 4061 - 4070 of 7014 results for "Platform"

Deloitte partner moves to Trustee Partners

DARREN SNYDER  |  FRIDAY, 9 SEP 2016
... and fintech entrepreneurs. It recently acquired two established trustee companies and aims to achieve an initial growth platform of $20 billion of assets under trusteeship by the end of 2016. The new firm also recently raised a $100 million seed investment ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
The food chain of financial advice has long been the wrong way around and needs to change, says Implemented Portfolios' co-founder and chief executive of strategic development Santi Burridge. Speaking at the recent Financial Standard Managed Accounts ...

Powerwrap launches SMA service

MARK SMITH  |  THURSDAY, 8 SEP 2016
Platform provider Powerwrap has launched a separately managed account (SMA) offering, designed to provide advisers and clients with improved investment opportunities by allowing managers to be more responsive to market conditions in real-time. The new ...

Fears of increased compliance costs misguided

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... superannuation companies. If a customer engages via a digital channel, provided it's on a truly enterprise and omni-channel platform, the customer still has the option to choose either telephone support or face-to-face advice. That way their entire journey ...

Netwealth enters fintech partnership

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
Australia's largest non-institutional platform, Netwealth, has entered an exclusive platform arrangement with a global fintech firm. Through the arrangement TipRanks will provide research on all major shares listed on US markets, to assist advisers ...

Legg Mason Brandywine fund gets top rating again

MARK SMITH  |  WEDNESDAY, 7 SEP 2016
... Wrap and Linear platforms. The fund is also experiencing strong interest from self-managed investors through the mFund platform.

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
... clients." Alternatively, Ryan suggested thinking of managed accounts as a business solution. "Most people think that it's a platform or a product - it's just not. It's great for your business, full stop. Another big component for me when implementing ...

Wingate appoints new CEO

ALEX BURKE  |  TUESDAY, 6 SEP 2016
... to deliver." Mead's appointment follows Wingate's Global Equity Fund - Wholesale Units being added to Macquarie's wrap platform. The fund, formerly known as the Wingate Opportunity Fund, invests in leading global companies with a high conviction approach ...

CFS wins bid to host new SMA solution

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
... Account (SMA) offer. Atrium Investment Management and CFS will team up to deliver Atrium's new SMA service via its wrap platform. CFS executive general manager Linda Elkins said CFS was proud to be selected by Atrium. "We made it a priority during the ...

GBST closes international Composer deal

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
... Financial technology provider GBST has secured a five-year contract to support an international client via its GBST Composer platform. The partnership will see GBST assisting an unnamed South African-owned retail investment business in boosting its profile ...